Media
2 items
Description
Quick lookup of your PocketSmith account balances and monthly budget status. Features Accounts — bank accounts and mortgages (with any account named "Home Loans" broken out into its own group), subtotaled per currency, with a grand total per currency. Zero-balance accounts are hidden, and any account can be excluded from the dashboard entirely via Settings. Cards & Loans — credit cards and other loans, grouped and subtotaled the same way as Accounts. Budget — a Net Spend/Surplus bar plus a per-category breakdown split into Incomes and Expenses, with ‹ › buttons to browse other months. Each section also gets its own bold Incomes/Expenses Total row when it has more than one budgeted category. Any category can be excluded from the dashboard (and the toolbar badge's pace calculation) via Settings. Every month shows actual vs budgeted for each category, along with the signed variance (+ favourable — under budget for expenses or above target for income; − unfavourable). The current month comes straight from PocketSmith's budget forecast; past months are reconstructed per category so the figures match PocketSmith's own budget page (actuals with refunds netted). Version History 2.7.0 — Bring the PWA to feature parity with the extension: a Settings page (API key, cash account, currency pair, dashboard account/category visibility), the currency-conversion toggle, and the "+ Cash" transaction form. No changes to the extension itself. 2.6.0 — Add a read-only PWA dashboard (pwa/) covering Accounts, Cards & Loans, and Budget with month navigation, installable from any browser on desktop or mobile. No changes to the extension itself. 2.5.0 — Add a "Dashboard Budget Categories" setting to choose which budgeted categories appear on the popup's budget panel, grouped as Incomes and Expenses like the dashboard. All categories are shown by default, and the toolbar badge's pace status now reflects the same picks. 2.4.0 — Add a "Dashboard Accounts" setting to choose which accounts appear on the popup, laid out in the same Accounts / Cards & Loans columns as the dashboard. All accounts are shown by default. 2.3.0 — The cash account setting no longer defaults to an arbitrary account; the "+ Cash" button is greyed out with a tooltip until a cash account is chosen in Settings. 2.2.0 — Add a "+ Cash" button to record manual cash transactions (payee, amount, category, backdatable date) directly to PocketSmith, with a configurable cash account in Settings. 2.1.1 — Fix non-zero account balances (e.g. cash-type accounts) being silently dropped from the dashboard. 2.1.0 — Add a pace-adjusted budget status badge (colour + %) to the toolbar icon, backed by a background service worker. 2.0.0 — Redesign the popup with side-by-side Accounts / Cards & Loans / Budget columns, per-currency subtotals, an overall budget status bar, rounded whole-dollar amounts, and section totals for multi-category budgets. 1.0.0 — Initial release: PocketSmith account balances and monthly budget lookup popup.